Bitrix24: Good-to-go - Services package for the best CRM start

Build your Bitrix24 in 3 steps:

External communication
with the client

External Client's interaction setup: e-mail, social networks, telephony and other communication channels

Building internal processes
and communication

Internal employees' communication and Company's process integration and setup

Business process control
and analytics

Control business-process and Client's communication and activities, analyse Sales reports

"good-to-go" PACKAGE includes:


	INTRODUCTION FOR OWNER	individual meetings with a specialist
	PROJECT ANALYSIS	meetings with a technical specialist
	CRM CONFIGURATION (NO AUTOMATION)	configuration of funnels, permissions
	CONTACT CENTER CONFIGURATION	telephony + open channels
	TRAINING FOR EMPLOYEES	basic lessons for employees with a specialist
	PROJECT CONSULTATIONS	a whole year

QUICK START OF WORK IN BITRIX24

WITH THE "GOOD-TO-GO" PACKAGE

Leave a request

INTRODUCTION FOR OWNER

1 lesson

CORPORATE PORTAL + TASK MANAGER

Introduction to the Bitrix24 ecosystem. Demonstration of capabilities and functionality. The Task Manager training. The task manager will help the manager competently distribute the load, create a work plan and monitor the work at each stage.

2 lesson

PROJECT MANAGEMENT + PERSONAL AND COMPANY CALENDAR

Project management training in Bitrix24 - used to achieve specific goals of individual projects. Calendar training in Bitrix24 - a tool for planning cases and events.

3 lesson

CRM + COMPANIES + CONTACT DATABASE

Lead and sales funnels training in CRM Bitrix24. Training on using the Bitrix24 customer database - customer information: contacts, personal data, call history, connections and much more.

4 lesson

RULES + ROBOTS + REPORTS

Demonstration of the possibility of additional configuration: robots and triggers. Training on creating and tracking reports in Bitrix24, using of business processes that model operational, support, and management processes.

5 lesson

CONTACT CENTER

The Contact Center training, which integrates communication channels with customers in CRM Bitrix24: phone, E-mail, chat on the website, Viber, Telegram, WhatsApp and others.

PROJECT ANALYSIS

step 1.

Setting preferences and requirements

Discuss the future system preferences and requirements, after that we offer better solution for your business.

step 2.

Configuration development

At this stage, we prepare a plan with a range of tasks which meets the requirements and will be implemented in the project.

step 3.

Coordination of implementation

At the last stage, we coordinate all the tasks and types of work in the project.

CRM CONFIGURATION
(NO AUTOMATION):

CONTACT CENTER CONFIGURATION:

TRAINING FOR EMPLOYEES
(up to 5 persons)

✓ 1 lesson: CORPORATE PORTAL + TASK MANAGER

✓ 2 lesson: PROJECT MANAGEMENT + CALENDAR

✓ 3 lesson: CRM + COMPANIES + CONTACT DATABASE

✓ 4 lesson: RULES + ROBOTS + REPORTS

✓ 5 lesson: CONTACT CENTER

PROJECT CONSULTATIONS

Working group with a sales team

We organize a special working group where our specialists answer questions and solve technical problems.

CRM verification in accordance with the approved sample

We check all the settings for the correct CRM operation.

Q&A session with our specialists

We are always in touch with you! In case of any questions regarding Bitrix24, you can always count on our support.

Analysis of Bitrix24 standard reports and updating company reports

We will help you learn how to use the sales report at work (Deals won; Deals by contacts; Deals by companies; Deals by sales representatives; Expected sale; Overdue deals; Deals by stage; Products sales; Managers activities).

How does IT work?

Leave your order

step 1.

Leave a request on the website.
We will arrange a consultation meeting with you and discuss the details.

We configure the portal

STEP 2.

After signing the contract, we proceed to configure the portal in accordance with the points described above.

We support you

STEP 3.

After providing customised CRM and training your employees, we stay in touch!

why purchase "GOOD-TO-GO"?

You have Bitrix24 but don't know how to start working with it

You tried to set up CRM by yourself but it didn't work

You want to start selling more with CRM as soon as possible

You don't want to waste your time studying for a long time

You want to run and control business processes fast

The "GOOD-TO-GO" package has been specially created for small and medium-sized companies.

CRM settings are suitable for most of the Sales departments.

Buy

WHAT WILL YOU GET with "good-to-go"?

QUICK START WORKING WITH BITRIX24

Companies often delay CRM implementation for months. We offer a proven solution that automates the Sales department, suitable for most companies, which saves your time and allows you to fully work in CRM in 2 weeks!

EMPLOYEES KNOW WHAT TO DO WITH CRM

After introducing a new system, you may encounter a problem with employees mastering it. We train your employees to work not only with the standard features of Bitrix24, but also with all custom processes.

CRM WORKS FOR YOU - holds CUSTOMERS, CONTROLS MANAGERS, GENERATES REPORTS, AUTOMATES ROUTINE

CRM is fully configured for the work of the Sales department. It notifies the manager about e-mails, meetings and conversations, records all interactions with Client, stages of a Deal. Everything works to increase sales and customer retention!

EXCEPTIONAL FUNCTIONALITY

In addition to the portal settings, you also get the installation and configuration of applications with non-standard functionality that simplifies business processes and makes working in the portal even more convenient and efficient.

ADDITIONAL STUDY MATERIALS

Structured information with a step-by-step guide for setting up and using Bitrix24. A "guide" which will lead you around the portal, thanks to which you can professionally customise your CRM portal.

RELIABLE PARTNER YOU CAN ALWAYS CONTACT

You get a reliable professional partner who knows how to help you properly and fast.

None of your questions will remain unanswered. And when you fully integrate with Bitrix24, we will be happy to automate any unique business processes of your company!

F.A.Q.

What is the impementation time for this service package?

The work schedule is established at the first meeting. We anticipate that all setups will take around 5-6 weeks and we will need 3-5 meetings, largely depending on the Сustomer's involvement in the process.

What will after-sales care & support look like?

Support will be free for the duration of your subscription.
You can send us questions (by e-mail) or arrange an online meeting.

If the maintenance of the system and modifications are on our side, in this context, we propose an approach based on the SPRINT method.

How is the training going?

Individual format is available: just send us a list of questions and we will prepare and conduct an online session with you or your employees.

When can I order Bitrix24 training?

Training can be ordered at any time during the subscription period.

CONTACT US
FOR A FREE CONSULTATION

CRM form will load here

GOOD-TO-GO: START YOUR BITRIX24

Build your Bitrix24 in 3 steps:

External communication with the client

Building internal processes and communication

Business process control and analytics

"good-to-go" PACKAGE includes:

QUICK START OF WORK IN BITRIX24WITH THE "GOOD-TO-GO" PACKAGE

INTRODUCTION FOR OWNER

CORPORATE PORTAL + TASK MANAGER

PROJECT MANAGEMENT + PERSONAL AND COMPANY CALENDAR

CRM + COMPANIES + CONTACT DATABASE

RULES + ROBOTS + REPORTS

CONTACT CENTER

PROJECT ANALYSIS

step 1.

step 2.

step 3.

CRM CONFIGURATION(NO AUTOMATION):

BASIC PORTAL CONFIGURATION

FIELDS CONFIGURATION: LEAD, CONTACT, COMPANY, DEAL

CONFIGURation SALES PROCESS FUNNEL "LEADS"

CONFIGURATION SALES PROCESS FUNNEL "PRIMARY SALE"

SETTING ROLE AND ACCESS RIGHTS IN CRM

CONTACT CENTER CONFIGURATION:

TELEPHONY COnfiguration IN THE CLOUD "ZADARMA"

CONFIGURATION of MAIL INTEGRATION

OPEN channels CONFIGURATION (WHATSAPP, VIBER, TELEGRAM, FACEBOOK MESSENGER)

SMS CONFIGURATION

SETTING ROLE AND RIGHTS IN THE CONTACT CENTER

TRAINING FOR EMPLOYEES (up to 5 persons)

PROJECT CONSULTATIONS

Working group with a sales team

CRM verification in accordance with the approved sample

Q&A session with our specialists

Analysis of Bitrix24 standard reports and updating company reports

How does IT work?

Leave your order

We configure the portal

We support you

why purchase "GOOD-TO-GO"?

You have Bitrix24 but don't know how to start working with it

You tried to set up CRM by yourself but it didn't work

You want to start selling more with CRM as soon as possible

You don't want to waste your time studying for a long time

You want to run and control business processes fast

WHAT WILL YOU GET with "good-to-go"?

QUICK START WORKING WITH BITRIX24

EMPLOYEES KNOW WHAT TO DO WITH CRM

CRM WORKS FOR YOU - holds CUSTOMERS, CONTROLS MANAGERS, GENERATES REPORTS, AUTOMATES ROUTINE

EXCEPTIONAL FUNCTIONALITY

ADDITIONAL STUDY MATERIALS

RELIABLE PARTNER YOU CAN ALWAYS CONTACT

F.A.Q.

What is the impementation time for this service package?

What will after-sales care & support look like?

How is the training going?

When can I order Bitrix24 training?

CONTACT USFOR A FREE CONSULTATION

GOOD-TO-GO:
START YOUR BITRIX24

External communication
with the client

Building internal processes
and communication

Business process control
and analytics

QUICK START OF WORK IN BITRIX24

WITH THE "GOOD-TO-GO" PACKAGE

CRM CONFIGURATION
(NO AUTOMATION):

TRAINING FOR EMPLOYEES
(up to 5 persons)

CONTACT US
FOR A FREE CONSULTATION